Macro Voices

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June 25, 2020  

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. 

Link: https://bit.ly/2CIZ4x5

June 22, 2020  

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.

Link: https://bit.ly/2BxlOPQ

June 18, 2020  

MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.

Link: https://bit.ly/2zIZPoG

June 15, 2020  

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest

Link:https://bit.ly/2ADm67U

June 11, 2020  

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. 

Link: https://bit.ly/37qPgD5

June 8, 2020  

All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.

Link: https://bit.ly/3h65Jkt

June 4, 2020  

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.

Link: https://bit.ly/30aOgSc

June 1, 2020  

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.
 

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